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CONCEPTUAL
UNDERSTANDING OF
HOMEOSTASIS
Michal Zion, Sara Klein
Bar-Ilan University, School of Education, Ramat-Gan 5290001, Israel
E-mail: michal.zion@biu.ac.il
Abstract
Introduction
What is homeostasis?
Homeostasis is a fundamental principle in many fields of biology. The scientific definition
refers to the maintenance of a stable, autonomic, internal environment of the organism's body
(Cannon, 1929). Homeostasis means dynamic stability of conditions, e.g., biochemical
variables, such as blood glucose level, and physiological variables, such as body temperature.
Homeostasis is expressed in the entire body in the regulation of organ function and enzyme
activity. Moreover, it is expressed in the control of gene expression in both eukaryotic and
prokaryotic organisms. It is a state as well as a continuous process, "Stability through
constancy…through change" (Sterling, 2004, p. 2). Processes and stages in the life of the
living organism, such as stress, disease and aging, are explained in terms of an ongoing
change of homeostasis (Calabrese et al., 2006; Robertson et al., 2002; Stewart, 2006).
Homeostasis is described also in plants and fungi (Cheung & Wu, 2006; Jensen et al., 2003).
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Conceptual Understanding of Homeostasis
Two types of erroneous perceptions can be described: specific and localized focusing
on details and general and inclusive. Erroneous perceptions of both types are deeply rooted in
the student's cognition and world view. Preconceptions and erroneous perceptions are often
considered inhibitors of conceptual change required to achieve a proper understanding of a
principle ((Duit & Treagust, 2003; Groves & Pugh, 2002; Pelaez et al., 2005; Songer &
Mintzes, 1994).
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Conceptual Understanding of Homeostasis
(Faber, 1996), blood sugar regulation (Summers et al., 1996), blood flow through the body
(Harvey & Sparks, 1999), stress (Belloni, 1999; Prewitt, 1999), and the cardiovascular system
(Rodenbaugh et al., 1999). These studies examined separately students' basic knowledge
about body parts and their comprehension of physiological processes. The studies did not
investigate the comprehension of process dynamism and the systemic approach of each
process and its effect on the whole body. Erroneous perceptions were found among high
school students as well as among novice teachers.
These studies did not analyze perceptions segmentally. Such analysis would have
helped map and isolate the problems encountered by students as they learn different subjects.
In studies examining photosynthesis, and especially in those examining genetics, cell division
(mitosis and meiosis) perceptions were categorized, enabling educators to draw a picture of
students' perceptions. In Cepni's (2006) research concerning photosynthesis, the perceptions
were divided into outlines: the global advantage of photosynthesis, the equations of the
process of photosynthesis, plant respiration, the equations of the process of respiration, plant
food, plant nutrition, plant energy sources and human energy sources. Another example is
research concerning the understanding of cell division (Reimeier & Gropengeber, 2008). The
erroneous perceptions were expressed in the students' answers. Based on their erroneous
perceptions, students defined mitosis as: cell multiplication, a drop in chromosome count, or
enlargement of the cell nucleus. Using these definitions, students' perceptions were
categorized according to: cell, nucleus, and chromosome levels. This example shows that the
mapping of perceptions occurs by a thorough analysis that can serve as a basis for curriculum
planning and teaching. The curriculum can be designed to tackle erroneous perceptions with
great precision and root them out. Our current research divides homeostasis into
characteristics which were used to examine students' perceptions. The division into
characteristics can help reveal fragmentary knowledge regarding homeostasis, which may be
held by the students. The fragmentary knowledge of science ideas possessed by students may
represent 'alternative conceptions' or 'phenomenological primitives' (p-primes) which are
either 'intuitive', or 'na¨ıve', or spontaneous and transient" (diSessa, 1988, 1993, in: Leonard et
al., 2014). Moreover, analysis of the students' answers will raise finer resolution sub-
characteristics, allowing a broader articulation of homeostasis.
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Characteristics of homeostasis
As explained above, due to the complexity of homeostasis, we decided to break it down into
eight characteristics (Authors, in press). The breakdown into characteristics can also assist in
understanding homeostasis in both abstract and concrete terms. We defined the characteristics
of homeostasis, based on the following terms: process dynamics (dynamism and
physiological balance), biochemical-physiological mechanisms (regulation and control,
and feedback,) location (environments), complex systems (dependency between events and
multisystem), and occurrence on different levels in living organisms, including prokaryotes
(levels of organization).
Based on the characteristics of homeostasis and on the literature review we raised the
following research objectives:
Methods
Research population
In order to examine the perception of homeostasis among high school students, 93 Israeli 12th
graders (17-18 years old) majoring in biology participated in the study. The students were
chosen from regional and urban high schools of heterogeneous populations and similar
socioeconomic backgrounds. Students participated in the research with the teachers' consent,
and with the teachers' interest in analyzing their students' knowledge and perceptions.
Students majoring in biology at 12th grade are at the conclusion of a three-year program for
learning homeostasis, according to the national biology syllabus. Homeostasis is studied in
high school as follows: In 10th grade, the students study the biology of the human body,
emphasizing homeostasis and different systems which are responsible for proper body
functioning (e.g. homeostasis in macro level); In 11th grade, the students study selected topics
in biology, such as the transport system, nutrition in plants and animals, and control and
regulation; In 12th grade, the students specialize towards matriculation in selected topics, such
as genetics, microorganisms, reproduction, nutrition, transport system, etc. Thus,
homeostasis is studied in the context of the chosen topics. Examples are: Homeostasis of
biochemical or physiological parameters, such as blood pressure, heart rate, blood osmolarity,
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Conceptual Understanding of Homeostasis
Teaching process
The 12th grade student participants studied homeostasis as demonstrated in the lactose operon
by means of an instructional Internet website, Homeostasis on the Molecular Level
(www.hs.ph.biu.ac.il/). The website contains several learning tools: dynamic simulations,
analogies, virtual labs and a game. Through these tools, the website illuminated the
characteristics of homeostasis in the lactose operon, at the molecular level.
A. Homeostasis overview
The teacher presented the fundamental principle homeostasis and mentioned its connection to
material studied earlier, in 10th grade. The class then practiced a jigsaw method of group
learning by examples of homeostasis in the entire organism. The examples used were taken
from the Moment for Thought activities appearing in the "Principles of Homeostasis" chapter
on the website. Each example represented characteristics of homeostasis. Each group then
discussed a different example and presented it, emphasizing the related characteristics of
homeostasis. Gradually, all of the characteristics of homeostasis were listed on the board. The
discussion in class revolved around generalizations: finding characteristics that are common
to all of the examples learned in the context of homeostasis.
learning tool, the teacher provided an introduction to the activity, with background on the
content and how it relates to homeostasis. During the computer based activity, the teacher was
present, to ensure students understood the instructions. Following these activities, the students
carried out additional learning tasks found on the website.
Research Tools
Questionnaires and interviews were used to examine and define student perceptions.
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Conceptual Understanding of Homeostasis
Relationship between
Understanding homeostasis as a reciprocal relationship between
the internal and
environments
external environments
Dependency between Mutual dependence among events within a single process over
events within a system time
or process
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Interviews
A total of 15 students were interviewed. The personal interviews were semi-structured and
conducted both in writing and orally. The interviews were comprised of content questions.
The goal of the interview was to identify and thoroughly examine personal perceptions of the
biological topic during a free conversation with the student (White, 1988). Four types of
knowledge of homeostasis were contained in the questionnaire: declarative –define
homeostasis, procedural – draw a graph to describe your heart rate, analogical –draw
homeostasis or choose images best describing homeostasis and explain your choice, and
conceptual –notice the two circles, one marked feedback, the other homeostasis. How would
you arrange them: next to each other, one on top of the other, or one inside the other?"
B. Comparative: Does homeostasis of the glucose level (micro) resemble homeostasis of body
temperature (macro)? How would you complete a description of the relationship between
homeostasis and feedback? Homeostasis is... and feedback is....
C. Stimulating: Why did you draw a fluctuating graph for heart rate, and a straight graph for
body temperature?
Data analysis
Students' responses to open-ended questions on the questionnaire were content analyzed by
the categories of homeostasis. We examined the prevalence of the characteristics of
homeostasis represented in students' responses. For instance, in the case of the internal and
external environment: Do the students always, often, rarely, or never refer to homeostasis in
the context of internal and external environments? Students' perceptions regarding the
characteristics of homeostasis were classified into four levels: High – full and adequate
responses; Medium – correct but partial responses; Medium-low – partially correct responses;
Low – erroneous responses. Table 2 represents an example for the analysis. The analysis
enabled us to quantify the percentage of students responding at each level. The interviews
were referenced to reinforce our analysis of the validity of student perceptions expressed in
the questionnaire.
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Conceptual Understanding of Homeostasis
Table 2. Levels of responses reflecting students' perceptions of the characteristic: feedback mechanisms
High – full and adequate responses; Medium- correct but partial; Medium-low – partial correct; Low – erroneous responses
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Table 2 (Cont’d). Levels of responses reflecting students' perceptions of the characteristic: feedback mechanisms
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Results
Before and after the learning, we found similar categories of perceptions about four
characteristics of homeostasis: dynamics of a homeostatic process, feedback mechanism,
environments and multisystem. There was a difference in the percentage of scientific, partial
and erroneous perceptions for these characteristics following the intervention. For three
characteristics –dynamics, feedback and environments – we saw an increase in scientific
perceptions (full, accurate responses) after learning. However, for the multisystem
characteristic a decrease was evident in the percentage of scientific responses after the
learning (36% compared to 45%), and an increase in the percentage of erroneous perceptions
(37.2% compared to 4.9%). Percentages of perceptions at different levels, before and after
learning, are presented in Table 3. The section below specifies principle perceptions of
characteristics after the learning.
1
Percentages in parentheses indicate the percentages found prior to the intervention.
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Conceptual Understanding of Homeostasis
Table 3 (Cont’d). Levels of understanding characteristics of homeostasis after learning (Percentages of N=93)
Characteristics of Category Level of understanding No answer
Homeostasis
High Medium Medium- Low
low
Feedback mechanism
Reduction of body temperature after sweating (33.3%) (37.3%) (8.9%) (20.6%)
Drinking suppresses thirst (25.5%) (21.5%) (21.7%) (31.4%)
Activity of ADH hormone 41.9% 27.0% 21.5% 6.8%
Reduction of blood sugar to a certain point but no further, several 20.4% 32.3% 36.6% 9.7%
hours following a meal
Environments
Interrelationships between internal and external environment 38.7% 36.6% 16.2% 8.6%
(19.6%) (56.9%) (22.5%) (1.0%)
Dependency between events within a system or a process
The dependency between heart rate and respiration 79.8% 10.1% 5.6% 3.4%
Hormone secretion from hypothalamus 47.2% 29.2% 12.5% 11.1%
Blood cells differentiation 47.1% 11.7% 29.4% 11.8%
Cellular iron 42.9% 41% 10.6% 4.5%
Multisystem
The connection between two complex multisystemic factors – 36.0% 19.9% 37.2% 6.4%
body temperature and metabolic rate in a homeotherm and a
poikilotherm
Interrelations between the physiological parameters while a (45.1%) (38.2%) (1.0%) (4.9%) (10.8%)
condition of stress, in the context of homeostasis
Levels of organization
Bacterial operon system as a homeostatic system: An example of 64.6% 27.1% 1.4% 6.8%
homeostasis in molecular level.
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body temperature is a homeostatic factor and heart rate is constant; the heart rate changes only
during stress or exertion; the heart rate graph is an EKG graph; the heart rate is balanced due
to homeostasis; temperature varies only during exertion; homeostasis is a change which
occurs in a state of exertion; homeostasis: no change; homeostasis is a main factor for body
constancy; and homeostasis is rest. Students' perceptions regarding the dynamics of
homeostatic processes could also be seen in the way students analyze images.
Physiological balance
The questions regarding physiological balance focused on a separate system in some state of
equilibrium. The questions were intended to examine the students' ability to distinguish
between the spatial balance and dynamic equilibrium of homeostasis, which is a dynamic
physiological balance. Partial or erroneous perceptions of physiological balance were
characterized as follows: homeostasis is not physically balanced because homeostasis is a
constant state; maintaining spatial balance is also homeostasis; dynamic equilibrium is
homeostasis, regardless of the system in which it occurs.
Feedback mechanism
Questions concerning feedback mechanisms emphasized the distinction between feedback and
homeostasis, defining negative feedback and understanding specific feedback loops operating
in the body. Partial or erroneous students' perceptions about feedback mechanisms, and about
the feedback - homeostasis relationship, could be summarized as follows: negative feedback
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Conceptual Understanding of Homeostasis
Environments
The characteristic environments means the relationship between the internal and external
environments. This characteristic was examined by the identification of homeostasis in
conditions where the internal environment resembles the external environment, as well as
understanding the effects of environmental change on animals' homeostasis. The questions
focused on a poikilothermic animal, thereby also examining comprehension of the
universality of homeostasis: its occurrence in every living organism. Partial or erroneous
perceptions concerning the interaction between the body's internal environment and the
external environment could be observed more acutely in cases where change occurs in one of
these environments. Some typical erroneous perceptions were characterized as follows:
homeostasis is adapting the internal environment to the external environment; homeostasis is
just a constant internal environment; when environments are equal, there is no need for
homeostasis; homeostasis creates equality between the environments; homeostasis is needed
only when environments are different; in an organism's natural environment there is no need
for homeostasis; the classical relationship between environments is temperature differences.
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Multisystems
This characteristic was represented and examined in the relationship between two complex
factors – body temperature and metabolic rate – in homeothermic and poikilothermic animals.
Partial or erroneous perceptions were often due to failure to see a system. Some typical
erroneous perceptions: there is no connection between temperature maintenance and
metabolic rate; there is an internal mechanism, but this mechanism has no connection to the
body's metabolic rate; metabolism depends on body temperature, but does not play a part in
regulating temperature; there's an adaptation of the animal's body to its environmental
conditions, but there is no connection between body temperature and metabolic rate.
Levels of organization
The questions regarding organization levels focused on homeostasis at the molecular level and
the macro level in the human body and in bacteria, as well as on the macro level. These
questions were designed to test the students' ability to understand a homeostatic state and
process on any organization level, in any organism. We classified students' perceptions of
levels of organization. Partial or erroneous perceptions reflected an understanding of micro
level control and regulation but no ability to perceive the bacterial control system as
homeostatic. These perceptions were characterized as follows: understanding control and
regulation in a system, without identifying their homeostatic parameters; associating
homeostasis directly to the relationship between environments: maintaining a stable internal
environment. There was no reference to the homeostatic parameters at the micro level, e.g. a
molecular system was not perceived as a homeostatic system.
Findings: summary
The findings indicate that a significant percentage of students expressed correct perceptions of
the characteristics of homeostasis. The following are the major correct perceptions:
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Conceptual Understanding of Homeostasis
⁻ Homeostasis occurs at all levels of organization, and every system maintains parameters.
The following are typical erroneous perceptions found in the students' responses:
Discussion
By deconstructing homeostasis into several characteristics, we were able to identify both
correct (scientific) perceptions of this principle and partial and erroneous perceptions, held by
students. Some of these partial or erroneous perceptions are typical in reference to a single
characteristic, while other perceptions refer to several characteristics. We could see that
before learning, the percentage of nonscientific perceptions in the three characteristics,
dynamics, feedback and environments was higher than after the learning. However, the
percentage of erroneous perceptions for the multisystem characteristic was lower before than
after the learning. This may be explained by the fact that the before questionnaire (pre)
included a question close to the student's world for examining the multisystem characteristic –
a question about the connection between systems during stress. The multisystem related
question in the 'after' questionnaire (post) referred to poikilothermic and homoeothermic
animals – something less intuitively familiar to the student.
constant. We should note that contradicting perceptions were also observed: 'homeostasis is a
state of rest' compared to 'homeostasis is a change in the body during exertion'. The first
assumption might derive from knowledge that a healthy state is static and unchanging. The
second assumption could be attributed to adhering to the classic curriculum content: the
body's adaptation to a state of physical exertion or an increase in altitude as examples which
explain homeostasis.
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Conceptual Understanding of Homeostasis
remaining constant, such as blood glucose. However, it appeared that a high percentage of
students understood the dynamics of homeostasis: continuous correction of deviations.
There are two aspects to perceiving the dynamics of homeostasis: A. The process is
incessant, meaning the ongoing, continuous correction of deviations. B. Changes in
homeostasis throughout life, meaning the formation of new levels of homeostasis throughout
the natural lifespan, from childhood to old age. This includes allostasis, which expresses
changing conditions in the organism's outer environment, or in the body, e.g. stress and
exertion (Reimann, 1996; Sterling, 2004; Stewart, 2006).
Perceiving dynamism from the ongoing and deviation correction aspect was expressed
among a high percentage of students, but we also found the perception of the constancy of
homeostasis. Perhaps it is easy to form a mental image of homeostasis as a dynamic,
bidirectional, continuous process, when referring to a concrete biological phenomenon such as
heart rate, which is dynamic by its very name. Perhaps it is more difficult to convey that
image through examples such as aging, cell differentiation, or iron levels. On the other hand,
understanding the changes in homeostasis through life, meaning the formation of new levels
of homeostasis throughout the natural lifespan, is yet more difficult to achieve. We observed
this phenomenon regarding the respiration rate in human maturation and also in aging. The
perception of the formation of different levels of homeostasis is a turnabout and even a
contradiction to the concept of stability in homeostasis, therefore understanding homeostasis
as a multi-aspect principle requires intellectual flexibility. We observed that there is a tension
between change and maintaining the status quo in homeostasis. In relation to aging, we also
found the perception of homeostasis as a particular event happening to a particular person, as
opposed to homeostasis changing in that person throughout his life.
secretion system. However, referring to the same hormonal system, some students
differentiated between homeostasis and feedback. We also noted that in the interviews,
students answered correctly being asked to define the relationship between homeostasis and
feedback. The students illustrated the relationship by drawing it. Perceptions of the
characteristics of homeostasis were clearly expressed when images were used. This finding
also occurred in research about the field of physics, regarding perceptions of heat conductivity
(Chiou & Anderson, 2009). The representation of perceptions by the use of pictorial analogy,
expressed the mental image of the examined principle in the mind of the student, as Chiou and
Anderson pointed out:
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Conceptual Understanding of Homeostasis
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12th-grade students who had encountered this fundamental principle several times in their
studies. Thus, their perceptions provide a prism of the mental models of homeostasis held by
students (scientific or erroneous).
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